Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
Tuesday's decline weighed on the NASDAQ composite, dragging the tech-heavy index back 1% from a record hit the prior session.
The ice is thin, the leash is very tight, said Dan Morgan, portfolio analyst at Synovus Trust.
Any evidence that would come out that would add doubt about OpenAI, Anthropic, or any of these companies is obviously gonna create a sell-off.
Morgan said he hadn't adjusted his positions on Tuesday and didn't think investor concern was broad-based because companies including IBM, Texas Instruments, and Intel had reported strong earnings in recent days.
Instead, Tuesday's losses centered on the companies with biggest stakes in OpenAI's business.
OpenAI had forged close ties with these companies to secure funding and gain access to computing resources, which are essential for training AI systems and providing answers to queries and executing user requests.
And so Oracle and CoreWeave, we talked about, fell.
OpenAI has defended its financial footing and said its leaders are aligned on securing computing resources.
The business is firing on all cylinders and the mood internally is incredibly positive, the company said in a response to the journal's article on Tuesday.
And so there are some more takes on the timeline.
Colin.
Tedard says, my children might not eat tonight if this doesn't go well, because he is excited for all four of these earnings on Robinhood.
And we have Vlad from Robinhood coming on the show later today.
He is joining at 110 Pacific.
And Intel is up another 10% today?
Yeah, up 10% today.
Wow.
I mean, 40% on the week so far.
40% on the week.
Yeah, I mean, there is a... Like, the idea of a CPU shortage generally is just being digested by the market right now.
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